Jose Najarro

What The Chip Happened - Jose Najarro AI & Chip Stocks

Join tech-investing researcher Jose Najarro as he demystifies the fast-moving world of semiconductors and artificial-intelligence stocks. Each episode delivers sharp, numbers-driven insights into the companies powering tomorrow’s data centers, devices, robotics, and more.    Check Out my YouTube Channel: Jose Najarro Stocks DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor befo...

Author

Jose Najarro

Category

Business

Podcast website

www.whatthechiphappened.com

Latest episode

Jul 24, 2025

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Episodes

Nvidia Shareholders We Got Some Big AI Clouding Updates 21.10.2023

Nvidia just announced one of my favorite updates in a while. Oracle Clouding Infrastructure expands enterprise access to NVIDIA DGX Cloud AI supercomputing platform and NVIDIA AI Enterprise software. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of 10/10/2023 and measured aga...

Nvidia Stock Update: AI regulations and AI Factories 18.10.2023

Nvidia Stock has had a crazy past few days with US regulations impacting their data center solutions to China and now also their top-of-the-line consumer card. On the bright side, Foxconn has partnered with Nvidia for numerous AI solutions.  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns...

AMD vs Nvidia Stock: Consumer GPUs for AI Development 18.10.2023

AMD announced that its consumer GPUs will have access to its AI software solution ROCm, is this the right time to buy AMD stock, could this be bad news for Nvidia Stock? Semiconductor Investor Jose Najarro shares his thoughts. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of...

Nvidia Stock Falls on New AI Regulations -- Bad News For AMD and Intel Stock? 17.10.2023

Upcoming AI regulations can spell trouble for Nvidia Stock Investors, or is this market-sell-off an overreaction. Intel and AMD stock also plunged on the AI news. Is it time to sell semiconductor stocks? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of 10/10/2023 and measure...

4 Top Growth Stocks To Buy October 2023 17.10.2023

Top growth stocks to buy in October 2023. Crowdstrike Stock, Unity Stock, Qualcomm Stock, and a semiconductor ETF. What growth stocks are you thinking of buying? AI stocks are hot in 2023. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of 10/10/2023 and measured against the S&...

Top AI Stock To Buy Now: AMD or SMCI 13.10.2023

The AI market is booming, what is the top Artificial Intelligence stock to buy now? Advanced Micro Devices is one of my favorite plays, but many semiconductor investors are curious about Super Micro Computer Stock. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 473% as of 10/10/2023...

Microsoft Owes Nearly $29 Billion in Taxes -- Should Microsoft Stock Investor Worry? 11.10.2023

Microsoft announced that the IRS believes they owe roughly $28.9 billion dollars in taxes plus penalties and interest. Is this a time to sell MSFT stock price? Or what should Microsoft Stock Investors Know About? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/2023 and...

Unity CEO Is GONE and U Stock Rallies! 10.10.2023

Unity Software CEO is leaving the company effective immediately, is this the big change investors were waiting for? Is now the time to buy U stock after a horrible month of backlash from game developers from its new Fee Structure. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as...

Are Microsoft's AI Chips TROUBLE for Nvidia Stock Investors? 10.10.2023

Microsoft stock is reportedly debuting its AI chips in the upcoming month, should this be a major concern for Nvidia stock as Nvidia is the top provider of AI chips for CSPs. Is this the next Intel Apple Story? A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/2023 and mea...

What Intel, AMD, and Nvidia Stock Investors Should About This Weeks Major Updates 09.10.2023

3 Top semiconductor stocks, AMD Stock, Intel Stock, and Nvidia stock had updates impacting the AI market. Nvidia stock is reportedly increasing its competition against cloud giants, Intel is moving its FPGA business for future IPO, and AMD is just being AMD stock.  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fo...

Nvidia Stock Investors This CHANGES Everything -- AI Stock Updates 06.10.2023

Nvidia Stock, the top AI stock of 2023 just announced that it will be releasing its AI chips faster than anticipated which can create even more competitive pressure against semiconductor stock AMD Stock and Intel Stock. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/202...

Is Nvidia Stock About To Do The Unthinkable? 04.10.2023

Cloud Service Providers like Amazon and Google are building there own chips to eliminate the necessity of Nvidia H100 and other Nvidia AI solutions, is Nvidia doing the same by building its own Clouding Solutions? Time to buy Nvidia Stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns a...

Top Growth Stock To Buy Now -- October 2023 03.10.2023

This cybersecurity growth stock is expected to nearly 5x its revenue in the upcoming years. Could this be the top growth stock to buy in 2023? Crowdstrike stock has numerous growth opportunities, CRWD Stock. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/2023 and measu...

10 Top Growth Stocks To Buy October 2023 01.10.2023

Semiconductor Stock Investor Jose Najarro takes a closer look at top 10 growth stocks he is looking to add to his stock market portfolio October 2023. AMD Stock, TSM Stock, Paypal Stock, Cloudflare Stock, Sea Limited Stock and more. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504%...

Why AMD Stock Is My Top Chip AI Stock To Buy October 2023 28.09.2023

AMD Stock seems to be underestimated by stock analysts, especially in the AI Market. Nvidia stock and AMD stock have similar valuations when looking at forward 1y earnings. Is it time to buy Advanced Micro Devices Stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/2...

Tesla Stock Update - Optimus Robot Update | Top AI Stock? 27.09.2023

Tesla stock could be one of the top AI stocks to buy. Tesla recently shared an update to its Optimus robot, Tesla has numerous growth opportunities for the AI robotics market. Time to buy Tesla Stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/2023 and measured aga...

Nvidia's Next Generation Data Center GPUs -- Nvidia Stock Top AI Stock 26.09.2023

Nvidia Stock Updates - Reports that Nvidia has chosen TSMC for its next-generation data center GPU to power the AI chip, aka Blackwell. Also reports that TSMC is increasing is COWOS capacity faster than many anticipated.  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/...

Does AI Make Arm Holdings Stock A Buy Now After IPO Dip? 25.09.2023

ARM Stock price has been extremely volatile ever since the company went public. ARM CPUs are mainly used in the mobile market, but thanks to AI, ML, and Cloud Computing, ARM stock might have other growth opportunities that can make it a reason to buy ARM Stock. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool S...

What AMD, Intel, and Nvidia Stock Investors Should Know About Recent AI Updates 23.09.2023

AMD stock just released its latest server CPU and announced new solutions for the embedded market. Nvidia continues to hold the crown with numerous AI updates, and Intel announced its next-generation CPU for the Server and Consumer market. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns a...

Super Micro Computer Stock Is Down From Its Peak -- Time To Buy SMCI AI Stock? 21.09.2023

Super Micro Computer's Stock Price is up big thanks to the demand for its AI server, but Supermicro stock has seen a decline from its peak. Supermicro recently announced new products with Intel Stock and AMD Stock upcoming CPUs. Is it time to buy SMCI stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool...

Why Intel Stock Took a Hit After Intel Innovation 2023 - Semiconductor AI Stock 20.09.2023

Intel Stock price is down nearly 10% in the past 5 days after the company held its Intel Innovation 2023. Intel shared numerous updates to its data center market, AI accelerators, and even its Intel manufacturing endeavors. Time to buy INTC Stock as top semiconductor AI stock? A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. T...

Is Intel Coming For Nvidia's AI Market? NVDA INTC Stock 19.09.2023

Intel Stock is down after announcing numerous AI Announcements. Is Intel Stock the biggest threat to Nvidia Stock? Can AI push INTC stock price to new highs? Time to buy Intel Stock after Intel Innovation 2023 and more news about its AI Gaudi 2. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor ret...

What AMD, Intel, and Nvidia Stock Investors Should Know About Recent Chip Updates 18.09.2023

AMD stock announced a new semiconductor server CPU, Intel stock announced new manufacturing advancements, and Nvidia stock announced a new AI collaboration for its software solutions. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 504% as of 9/8/2023 and measured against the S&P 5...

3 Top Chip AI Stocks To Buy Now September 2023 -- ASML AMD 18.09.2023

Semiconductor Stocks are one of the major beneficiaries of the AI market. Here are my 3 TOP AI Stocks or TOP Chip Stocks To Buy Right Now. ASML Stock is a top semiconductor equipment, AMD stock is a top Chip Design company, and Marvell Stock is a top networking stock. A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley...

Why Semiconductor Stocks Were Down Friday -- AMD Stock, Nvidia Stock, Intel and More 15.09.2023

Semiconductor Stocks were down on Friday after reports that TSMC was pushing equipment orders due to uncertainties in the chip industry. AMD Stock, Nvidia Stock, Intel Stock, ASML Stock, LRCX Stock, AMAT Stock, and TSMC were all down.  A portion of this video is sponsored by The Motley Fool.  Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 5...

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